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Dimensional National Municipal Bond ETF

271 hedge funds and large institutions have $1.74B invested in Dimensional National Municipal Bond ETF in 2026 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 156 increasing their positions, 56 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
271
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
30
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Sellers

1 -$10.3M
2 -$9.39M
3 -$6.62M
4
HighTower Advisors
HighTower Advisors
Illinois
-$5.2M
5
EC
Elequin Capital
New York
-$4.78M
Name Holding Trade Value Shares
Change
Change in
Stake
VF
26
Vestment Financial
Minnesota
$15.5M
YWM
27
Yardley Wealth Management
Pennsylvania
$15.4M
SC
28
Savant Capital
Illinois
$14.9M
WAG
29
Wheelhouse Advisory Group
Missouri
$13.3M
SCA
30
Strathmore Capital Advisors
North Carolina
$13.1M
RCA
31
Resonant Capital Advisors
Wisconsin
$13M
BMWS
32
Brady Martz Wealth Solutions
North Dakota
$11.9M
DWM
33
Dopkins Wealth Management
New York
$11.5M
AF
34
Allworth Financial
California
$10.9M
E
35
EntreWealth
Texas
$10.2M
Wealth Enhancement Advisory Services
36
Wealth Enhancement Advisory Services
Minnesota
$10M
2L
37
25 LLC
Missouri
$9.97M
CIM
38
Confluence Investment Management
Missouri
$9.84M
IWC
39
Integrated Wealth Concepts
Massachusetts
$9.81M
VFP
40
Vested Financial Planning
California
$9.71M
WFA
41
West Financial Advisors
Iowa
$9.68M
CC
42
Citrine Capital
California
$9.24M
CIA
43
Concurrent Investment Advisors
Florida
$9.21M
GWMT
44
Guardian Wealth Management (Tennessee)
Tennessee
$8.96M
PL
45
Plancorp LLC
Missouri
$8.49M
PWIA
46
Porter White Investment Advisors
Alabama
$8.15M
RIM
47
RW Investment Management
Idaho
$7.95M
CFGF
48
Compass Financial Group (Florida)
Florida
$7.93M
VPWA
49
Vestia Personal Wealth Advisors
Indiana
$7.08M
Envestnet Asset Management
50
Envestnet Asset Management
Illinois
$6.64M